Fintech & Payment Services Team Leader

• Jan 2022 - Present

Senior Account Manager

• Nov 2020 - Jan 2022

I work in both Protean's dedicated Fintech and Payment Services team as well their Financial Institutions team.We work closely with all types of Fintech companies to identify risks and successfully deliver optimal risk mitigation and Fintech insurance solutions. Our client’s profile typically operate under the PSD2 regulations and have AIS, PIS or EMI permissions. We have created an industry leading tailored policy wording in conjunction with our insurer partners specifically designed to suit the operational exposures of Fintech firms.We can procure a number of insurance products including:* Directors and Officers Liability;* Professional Indemnity/ Errors & Omissions;* Crime Insurance* Cyber Insurance* Investment Managers/ Investment Advisors Insurance

Client Services Executive, Assistant Vice President

• Oct 2018 - Nov 2020

I work in Lockton's award winning team of acknowledged experts and recognised leaders in the Asset Management Industry. Our client base ranges from the world's largest asset managers, to international banks and global insurance companies . We assist our clients in providing insurance advisory, product design and placement execution services for managers, funds, portfolio companies and much more in the UK and globally. Our clients use a variety of structures and jurisdictions so we are experienced in designing international programmes that can respond, taking local insurance law and regulatory difference into account. Our expertise in the team vary in focus from comprehensive management liability coverage including Directors and Officers and Professional Indemnity to transactional risks on a merger and acquisition deal. We can procure a number of insurance products including:* Directors and Officers Liability;* Professional Indemnity/ Errors & Omissions;* Investment Managers/ Investment Advisors;* Cyber Insurance* Offshore & Onshore Funds;* Portfolio Company Programmes;* Trust and Trustee Insurance Solutions;* Family Office Insurance Solutions;* Crime Insurance;* M&A/ Transactional Liability Insurance Solutions

Account Executive

• Jul 2012 - Oct 2018

Work within the Major Retail Professions Team at Lockton, dealing with Solicitors and Construction accounts encompassing insurer negotiation, overview of underwriting information and analysis of claims data.Provides top-100 clients with specialised benchmarking and MI reports, as well as identification of risk trends based on information gathered from renewal and throughout the Policy period. Work on complex international and regulatory issues for global clients, ranging from assisting law firms with establishing new offices to dealing with contractual matters for architects and engineers.